The Investment Process

Beacon's investment process begins with a comprehensive inquiry into the client's current investment situation. Asset allocation, individual security holdings, investment goals, income requirements, tax considerations, and risk tolerance are ascertained.

Beacon analyzes the current investment structure to determine its suitability for helping achieve the client's objectives. A strategy is developed to optimize the allocation of the client's assets in pursuit of the investment objectives. The strategy is then implemented in a manner designed around each client's specific situation, with client communication a high priority.

Portfolios are reviewed and monitored on a continuing basis, and changes are made when circumstances warrant. Investment performance is measured regularly against industry benchmarks. Beacon's managers review a diverse universe of investment information and research from a variety of resources. Portfolio management is guided by a combination of these qualitative and quantitative inputs along with the combined experience of Beacon's managers.

Our specialties include but are not limited to:

  • Full Brokerage Access
  • Mutual Funds
  • Municipal & Corporate Bonds
  • Insurance
  • Retirement Accounts
  • Education Funding
  • Objective Research
  • Performance Reporting
  • Money Manager Consultant

Upon reviewing the diverse assortment of services Beacon provides , as well as the experience of the Beacon Team, please contact the firm to discuss the best plan to implement an investment strategy.